StockDuty Jun 14, 2026 07:03 AM ET
CatalystTech/AI

CAN SOMEONE GIVE ME A CLEAR ANSWER TO WHY EVERYONE WANTS THEIR OWN CUSTOM SILICON. I KINDA GET WANTING TO BE LESS DEPENDENT ON NVIDIA, BUT THEN AREN’T YOU JUST MOVING YOUR DEPENDENCY ONE LAYER UP TO T

High-priority alert based on source significance and keyword relevance.

CAN SOMEONE GIVE ME A CLEAR ANSWER TO WHY EVERYONE WANTS THEIR OWN CUSTOM SILICON. I KINDA GET WANTING TO BE LESS DEPENDENT ON NVIDIA, BUT THEN AREN’T YOU JUST MOVING YOUR DEPENDENCY ONE LAYER UP TO TSMC? OR ARE THERE GENUINELY PERFORMANCE GAINS TO BE HAD WITH MODEL-CHIP ALIGNED? — VIA @THESTALWART
High-priority alert based on source significance and keyword relevance.
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